July, 2019

31JULY8:00 AM1:00 PMPortfolio Construction RoundtableJuly 31 • New York, NY

Event Details

Second Annual Portfolio Construction Roundtable AGENDA

IMEA’s Product Council brought together executives involved in Portfolio Construction and Model Portfolios for the second annual Portfolio Construction Roundtable. Conversation centered around the trends and challenges in this rapidly growing business area. The day included Cerulli presenting current research, client perspective from Morgan Stanley and Envestnet, as well as an intimate discussion on Establishing the Right Portfolio Construction Engagement Model.

Topics discussed include:

• Standard vs. Custom Model Construction Support
• Integrating Firm Asset Allocation Views
• Sales Professionals & Portfolio Construction Specialist Roles
• Leveraging Data
• Training
• Advisor Segmentation Strategy
• Digital & Web Client Engagement
• Open Discussion


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Tuesday, July 30, 2019 | 6:00 PM
Networking Dinner
Bobby Van’s Steakhouse
131 E 54th St, New York, NY 10022
Wednesday, July 31, 2019 | 8:00 AM – 3:00 PM
Portfolio Construction Roundtable
K&L Gates
599 Lexington Ave, 32nd Floor, New York, NY 10022




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816.454.9422 | Email Laura Klover